Update project epic fields when deal unit of measure changes
Update project epic fields when deal unit of measure changes
Deal unit-of-measure updates often don't reach project epics, leaving program managers without quantity context. The workflow pushes unit metadata to the epic so managers see correct units before planning.
Overview
When deal units aren't reflected on planning epics, teams lose quantity context and mis-size work. This workflow keeps epic unit metadata aligned with CRM deals so program managers and operations coordinators plan accurately and resolve mismatches ahead of the next sprint.